Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$255B
AUM Growth
+$16.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,939
New
Increased
Reduced
Closed

Top Buys

1
+$839M
2
+$705M
3
+$342M
4
SPLK
Splunk Inc
SPLK
+$337M
5
META icon
Meta Platforms (Facebook)
META
+$310M

Top Sells

1
+$1.15B
2
+$425M
3
+$366M
4
AKAM icon
Akamai
AKAM
+$357M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$341M

Sector Composition

1 Technology 8.7%
2 Financials 8.5%
3 Healthcare 8.22%
4 Energy 7.4%
5 Communication Services 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2851
$3.88M ﹤0.01%
230,183
+123,875
2852
$3.88M ﹤0.01%
90,535
-17,544
2853
$3.88M ﹤0.01%
95,873
+19,866
2854
$3.88M ﹤0.01%
45,900
+15,731
2855
$3.87M ﹤0.01%
465,590
-43,347
2856
$3.87M ﹤0.01%
435,407
+373,877
2857
$3.87M ﹤0.01%
60,259
-64,510
2858
$3.87M ﹤0.01%
247,373
+186,177
2859
$3.87M ﹤0.01%
62,630
+307
2860
$3.87M ﹤0.01%
390,160
-55,740
2861
$3.87M ﹤0.01%
142,260
-23,400
2862
$3.86M ﹤0.01%
90,420
+516
2863
$3.86M ﹤0.01%
5,886
+1,264
2864
$3.86M ﹤0.01%
13,685
+319
2865
$3.86M ﹤0.01%
72,944
+32,905
2866
$3.85M ﹤0.01%
103,351
+59,415
2867
$3.84M ﹤0.01%
255,978
+141,492
2868
$3.84M ﹤0.01%
226,365
+22,329
2869
$3.84M ﹤0.01%
211,805
+166,017
2870
$3.82M ﹤0.01%
291,625
-164,534
2871
$3.82M ﹤0.01%
85,883
+3,193
2872
$3.82M ﹤0.01%
186,990
+107,023
2873
$3.82M ﹤0.01%
182,944
-1,113
2874
$3.81M ﹤0.01%
229,058
+2,680
2875
$3.81M ﹤0.01%
163,687
-22,655
113 114
115
116 117